See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,466 | $226,064-60.9% | $182,532-51.5% | $152,861-42.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.70% | 192.51%-169.8pp | 148.54%-125.8pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,554 | $4,978-48.7% | $4,076-37.3% | $4,762-46.4% |
| Participant deferral / active EE | $6,276 | $6,368-1.4% | $5,524+13.6% | $5,850+7.3% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |